Spring Creek Investment Management

Ellis Investment Partners, located in Berwyn, PA, focuses on helping clients achieve their financial needs and objectives by emphasizing integrity, family, and quality of life. Their services include investment management, financial planning, trust investment management, and third-party investment advisory, all aimed at navigating the complexities of capital markets. With a team of experienced professionals, including a CFA President and Senior Portfolio Managers, Ellis Investment Partners emphasizes the importance of annual financial plan reviews and expert guidance to adapt to changing market conditions. They combine their investment management expertise with the capabilities of outside trust companies to provide comprehensive financial solutions to their clients. Generated from the website

Founded in 1997, Chartwell Investment Partners offers a wide range of investment solutions and advisory services to customers. It provides high-yield and fixed-income portfolio management and construction services .The company specializes in equity and fixed-income asset management services. It also undertakes portfolio analysis services and offers consultancy services in overarching portfolio yield and diversification considerations. The company offers information related to securities, stocks, equity funds, mortgage-backed bonds and structured products. Its Web site provides online annual reports of companies and information on dividends and income funds. Chartwell Investment Partners is located in Berwyn, Pa.

Birch Run Investments, located in Exton, PA, specializes in fixed income investment strategies tailored to meet the unique objectives of institutional and high net worth investors. Their approach includes a diverse mix of investment-grade fixed income securities, focusing on liquidity, risk tolerance, and socially responsible investment goals. The firm employs a value-oriented and opportunistic strategy across various fixed income categories, including core, intermediate, tax-exempt, and short-term investments. With a commitment to transparency and collaboration, Birch Run Investments aims to provide ongoing communication to ensure alignment with clients' investment strategies. Generated from the website